Ethics
"Age presents an opportunity to gain wisdom", says Mark Bertrang, the president of Bertrang Financial and the creator of the Financialoscopy®. "I bring a unique perspective of life's experiences, when I meet with each client. I remember the excitement of our first home, bringing our children home from the hospital, and seeing them grow into adulthood."
"I've experienced the heartbreak of sitting in a hospital, not knowing what the outcome for a loved one would be."
"I've helped to settle a family member's estate, who died too soon and too unexpectedly."
"I've sat in a nursing home seeing a relative's life reduced to a simple existence."
"When I counsel clients about their financial decisions, I want to bring a sense of the wonderful possibilities that life has to offer; yet, I am also aware of the complexities of life's unknowns."
"This is why I adhere to The American College Professional Pledge" – In all my professional relationships, I pledge myself to the following rule of ethical conduct: I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.
